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Coffee and Investing with Saurabh Mukherjea

Marcellus
Marcellus Investment Managers
Titan
Bajaj Finance
Indian Lending Industry
Comparative Advantage
Consumer Durables Financing
Coffee Can Investing
Investment Philosophy
Gold
Jewellery Industry
Investment Strategies
Small Cap Investing
RBI
Quant Investing
Diamonds
Microsoft
Forensic Accounting
Indian Women
Tanishq
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As the investment landscape around us becomes more volatile and several get-rich-quick schemes try to sway us left, right and centre, it becomes a necessity to develop a sound financial mind. Join Saurabh Mukherjea, founder of Marcellus Investment Managers, and author of “Coffee Can Investing”, as he takes you on a captivating journey through the world of investments, peppered with anecdotes and s... more

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Latest Episodes

Is the era of India’s IT-led prosperity coming to an end?For the last 30 years, IT Services have been the backbone of India’s middle-class employment and forex generation. But today, a combination of sector maturity and the rapid rise of AI is jammin... more

The new economy demands a new financial plan. Understanding your goals is the bedrock of asset allocation. Yet it’s the exact step where most investors fail.

Ferrari won't sell you their best car just because you have the money. Hermès has a waitlist that no amount of wealth can skip. LVMH owns 75 iconic brands and keeps getting richer by keeping you waiting.In this episode, Saurabh Mukherjea sits down wi... more

In this episode of Coffee & Investing, Marcellus CIO Saurabh Mukherjea joins Nandita to decode the RBI’s Financial Stability Report (FSR). While headline numbers might look stable, the underlying data reveals a ticking time bomb in household savings ... more

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Recent Guests

Ritesh Sheth
Founder of Tejas Investor Services, a Chartered Wealth Manager
Tejas Investor Services
Episode: Navigating the MF Industry: 90s vs Now | Ft. Saurabh Mukherjea & Ritesh Sheth
Vishal Dhawan
Certified financial planner and co-founder of Plan Ahead Wealth Advisors
Plan Ahead Wealth Advisors
Episode: The Simple Guide to Sound Advice and True Wealth
Amar Pandit
CFA Charter Holder, author of six books on investing, and founder of The Happiness Factory
The Happiness Factory
Episode: Beyond Alpha: Amar Pandit’s Secret to a Rich Life, Not Just a Rich Portfolio
Arindam Mandal
Global Compounding Guru, formerly on Wall Street
Marcellus Investment Managers
Episode: Decoding 260x Returns: ODFL Case Study
Jaibir Sethi
Head of research at Marcellus' Global Equities team
Marcellus Investment Managers
Episode: ASML: The Backbone of the Semiconductor Industry ft. Jaibir Sethi
Keshav Binani
Financial Service Analyst at Marcellus
Marcellus Investment Managers
Episode: High-Flying HDFC ft. Keshav Binani
Rakshit Ranjan
Portfolio Manager at Marcellus
Marcellus Investment Managers
Episode: The Triumph of Trent ft. Rakshit Ranjan
Sudhanshu Nahta
Pharma and Chemicals Analyst
Marcellus Investment Managers
Episode: The Divi's Labs Formula ft. Sudhanshu Nahta
Tej Shah
Marcellus' youngest fund manager
Marcellus Investment Managers
Episode: The Bajaj Finance Legacy ft. Tej Shah

Host

Saurabh Mukherjee
Founder of Marcellus Investment Managers and author of 'Coffee Can Investing', with extensive experience in investment management.

Reviews

4.9 out of 5 stars from 95 ratings
  • The ‘Hinglish’ is distracting

    Good content and insightful discussions if you can look past the perpetual ‘Hinglish’ which to my mind trivialises the conversation. Stick to one language, either is fine. The constant switching sometimes mid-sentence does neither language cohort any favours and does not aid comprehension

    Apple Podcasts
    2
    MNSListening
    Australia2 years ago
  • Good investing insights

    Listened first few episodes of this pod, liked the coffee can investing analogy, and how good and seasoned investors research for good moats to invest.

    Apple Podcasts
    5
    P Dhiman
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Reviews highlight the quality of content while also expressing a desire for a more focused conversational style.
Some critiques focus on the language used during the discussions, suggesting that switching between languages can be distracting.
Listeners appreciate the valuable insights into financial strategies and wealth building offered through real-life case studies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#23
India/Business/Investing
Apple Podcasts
#99
India/Business

Talking Points

Recent interactions between the hosts and their guests.

No Jobs & High Debt: The Silent Middle Class Crisis
Q: What advice do you have for those currently employed in the affected sectors during this labor market transition?
It's essential for individuals to develop skills for the gig economy, build emergency savings of at least 6 months, and create a financial plan with professional help as the labor market transitions.
No Jobs & High Debt: The Silent Middle Class Crisis
Q: Can you elaborate on the NITI Aayog report and the concerns it raised?
The NITI Aayog report suggests that in a worst-case scenario, 2 million jobs in tech and customer service could be at risk by 2031, based on preceding warnings from credible sources about automation and AI's impact on employment.
The Great Indian Reset: Tax Cuts, F&O Bans & The 2025 Consumption Boom
Q: What are the kind of numbers that you see would be helping the economy boost up, especially the consumption rate?
If the FNO piece happens, the economy could benefit from a boost of 10-12 billion dollars, along with a potential overall boost of 6.3 trillion rupees, or 1.8% of GDP accounting for tax cuts and relief.
Smart People, Bad Choices: Why Smart People Fail at Money
Q: What qualifications should I take if I want to come to the world of personal finance?
If you're interested in financial planning, a Chartered Accountant (CA) qualification followed by a Certified Financial Planner (CFP) is very beneficial. For investment management, a CA followed by a CFA is recommended.
India's ₹8 Trillion Bet: Is the Middle Class Paying the Price?
Q: Are we out of the woods now? Is earnings growth tracking to come up?
While the government has implemented measures to stimulate consumption and improve the economic situation, there are external pressures, such as tariffs imposed by the US, which may continue to affect job markets and economic recovery.

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Frequently Asked Questions About Coffee and Investing

What is Coffee and Investing about and what kind of topics does it cover?

This podcast offers an engaging exploration of the investment landscape, focusing on developing sound financial strategies amidst increasing volatility and numerous get-rich-quick schemes. Saurabh Mukherjea, a seasoned investment manager, provides a platform for discussing investment principles through rich anecdotes, success stories, and practical insights. Episodes feature discussions around various investment strategies, including the concept of "Coffee Can Investing," and aim to arm listeners with knowledge on building wealth by sharing real-life case studies and advice from financial experts. The content emphasizes the importance of financial literacy and responsible investing in today's fast-paced market.

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Which podcasts are similar to Coffee and Investing?

These podcasts share a similar audience with Coffee and Investing:

1. We Study Billionaires - The Investor’s Podcast Network
2. The Knowledge Project
3. The Memo by Howard Marks
4. 20 Minute Books
5. Naval

How many episodes of Coffee and Investing are there?

Coffee and Investing launched 2 years ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Coffee and Investing?

Recent guests on Coffee and Investing include:

1. Ritesh Sheth
2. Vishal Dhawan
3. Amar Pandit
4. Arindam Mandal
5. Jaibir Sethi
6. Keshav Binani
7. Rakshit Ranjan
8. Sudhanshu Nahta

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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